Strategas Macro Momentum ETF
SAMM
7 hedge funds and large institutions have $20.3M invested in Strategas Macro Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 1 closing their positions.
22% more capital invested
Capital invested by funds: $16.7M → $20.3M (+$3.6M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.53% less ownership
Funds ownership: 81.45% → 78.92% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$1.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.27M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$698K |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$46.5K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$40.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Baird Financial Group
Milwaukee,
Wisconsin
| $11.8M | +$698K | +22,790 | +6% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $3.95M | +$1.27M | +41,522 | +46% |
|
|
ACS
3
Archford Capital Strategies
Swansea,
Illinois
| $1.73M | +$1.75M | +57,277 | New |
|
|
JIP
4
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.46M | +$46.5K | +1,518 | +3% |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $883K | +$40.2K | +1,313 | +5% |
|
|
HH
6
Hilltop Holdings
Dallas,
Texas
| $257K | – | – | – |
|
|
QCA
7
Quantify Chaos Advisors
Brooklyn,
New York
| $226K | +$2.24K | +73 | +1% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$227K | -7,560 | Closed |
|
SAMM Hedge Fund Activity: Q1 2026 in Review
7 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Strategas Macro Momentum ETF (SAMM) for Q1 2026, worth a combined $20.3M — up 22% from $16.7M a quarter earlier.
Fund positioning in SAMM was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 0 trimmed.
The largest buyer was Archford Capital Strategies, opening a new position worth an estimated $1.75M. The largest seller was Citadel Advisors, exiting entirely with an estimated $227K sold.
- 7 institutional investors held Strategas Macro Momentum ETF (SAMM) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $20.3M of Strategas Macro Momentum ETF stock for Q1 2026, up 22% quarter-over-quarter.
- 1 fund opened new Strategas Macro Momentum ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Strategas Macro Momentum ETF buyer in Q1 2026 was Archford Capital Strategies, an estimated $1.75M added.
- The largest Strategas Macro Momentum ETF seller in Q1 2026 was Citadel Advisors, an estimated $227K sold.
Based on aggregated 13F filings for Q1 2026.